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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,901 | $140,578-97.9% | $100,671-97.1% | $125,389-97.7% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $514 | $5,965-91.4% | $4,012-87.2% | $4,866-89.4% |
| Participant deferral / active EE | $608 | $3,981-84.7% | $3,144-80.6% | $5,352-88.6% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |